Home
08 8132 6400
admin@i2advisory.com.au
  • Home
  • Our Firm
    • David Inglis
    • Geoff Inglis
    • Craig Madden
    • Jonathon Morphett
    • Kevin Johnson
    • Virginia Fakkas
    • Lauren Allen
    • Craig Muchamore
    • Don Sampson
  • Key Services
    • Business Advisory
    • Taxation
    • SMSF
    • Bookkeeping
  • Industries
    • Agribusiness
    • Health
    • High Net Worth Individuals & Private Investors
    • Hospitality & Tourism
    • Manufacturing
    • Not For Profit
    • Professional Services
    • Property & Construction
    • Retail & Wholesale
    • Retirement Villages
    • Transport & Distribution
  • Financial Planning
  • Blog
  • Resources
    • Business Administration
    • Business Incentives
    • COVID-19
    • Superannuation
    • Taxation
  • Payments
  • Contact Us

i2 Wealth Financial Planning Insurance Philosophy


The guiding principle used by i2 Wealth Financial Planning is to take care as every client has different aims, objectives, outcomes, and financial situations and consequently each client will need to have a tailored insurance portfolio to meet their personal situation.

We understand that most people understand the need for obtaining insurance but ultimately, not many people like the idea of paying for insurance. Therefore, at the core, our philosophy focuses on truly understanding each and every clients’ individual insurance needs and whether insurance is the right solution to meet that need.

The Financial Advisers at i2 Wealth Financial Planning are authorised to provide personal financial advice on Life, TPD, Trauma and Income Protection insurance. This authorisation also covers business owners and key-staff in areas such as buy/sell protection, key person and business expenses insurance.

Our view about Personal Insurance

  • A detailed and thorough needs analysis must be considered prior to any product consideration.
  • This needs analysis includes a pragmatic approach to insurance to consider what other sources are available (i.e. continued employment, family help, asset retention) to meet these needs.
  • Once the need is identified it is crucial to then consider the appropriate structure of where the insurance will be held. The most common structures are individual ownership, cross ownership or ownership via a superannuation trustee.
  • Only following the consideration of the above areas, is the product solution considered. Importantly, this includes a comprehensive analysis of current products and whether they will meet the stated needs.

Our view on Insurance products

For all client questions and enquiries, we will make ourselves readily accessible for communications and we will be open and transparent. For our clients we aim to:

  • Select products with definitions and features to improve the chance of a successful claims outcome.
  • Focus on quality of cover. Quality does not always equal the lowest price solution available.
  • Utilise insurance providers that have a client focussed underwriting and claims process to ensure the client experience is positive.

Latest from the Blog

  • Binding Death Benefit Nominations Explained

    5 May 2025

    When it comes to superannuation, many people assume that their retirement savings will go to […]

  • Selling property? Buyers must withhold and pay the ATO!

    5 Apr 2025

    If you’re selling property in Australia and you’re a foreign resident, there are important tax […]

  • Deduction for self-education courses

    15 Mar 2025

    So, you are undertaking a course or further education that relates to your work or […]

  • ATO confirms tax deductibility of financial advice fees

    19 Feb 2025

    The Australian Tax Office (ATO) has released new guidance (TD 2024/7) on when financial advice […]

  • Seven changes impacting your super in 2025 

    5 Feb 2025

    Superannuation rules are always changing, and 2025 is set to bring some updates that could […]

Locate Us

i2advisory

Office Address
38 Sydenham Road
Norwood, South Australia 5067

Postal Address
PO Box 809, Kent Town DC, SA 5071

Telephone 08 8132 6400

Email admin@i2advisory.com.au

© 2025 i2 advisory | Disclaimer | Privacy Policy

  • This field is for validation purposes and should be left unchanged.

Liability limited by a scheme approved under professional standards legislation.